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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,629 | $54,541-3.5% | $78,778-33.2% | $70,126-25.0% |
| Participation rate | 63.2% | 60.8%+2.4pp | 69.2%-6.0pp | 69.5%-6.4pp |
| Annual return | 15.35% | 21.07%-5.7pp | 35.62%-20.3pp | 73.15%-57.8pp |
| Employer contribution / active EE | $614 | $1,089-43.6% | $1,986-69.1% | $2,343-73.8% |
| Participant deferral / active EE | $2,596 | $2,210+17.4% | $2,958-12.3% | $3,332-22.1% |
| Admin fee / account holder | $2,400 | $3,709-35.3% | $5,134-53.3% | $4,645-48.3% |